TCS
Asia Leaders
K. Krithivasan Has Given TCS an AI Revenue Number. Now It Needs Better AI Economics
TCS’s AI business is scaling and deal wins remain strong. K. Krithivasan faces the harder task of converting automation into revenue, margin and a stronger operating model.
Asia Leaders
Natarajan Chandrasekaran Is Wiring Tata From Chips to AI Agents. Capital Discipline Must Hold the Stack Together
Natarajan Chandrasekaran is positioning Tata across the physical and software layers of artificial intelligence. The strategy could deepen India’s technology capacity, but only if demand, energy and execution keep pace with investment.